Five Rivers Carpenters District Council Health & Welfare Fund — Form 5500 plan (Five Rivers Carpenters District Council)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Five Rivers Carpenters District Council Health & Welfare Fund is a benefit plan reported by Five Rivers Carpenters District Council under EIN 42-6149936 and plan number 501. The latest loaded filing year is 2023. The filing reports 488 participants and $28,167,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Five Rivers Carpenters District Council
- EIN
- 42-6149936
- Plan number
- 501
- Plan type
- 1
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 488
- End-of-year plan assets
- $28,167,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 488 | H, C | 20241015082809NAL0055199202003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,167,064
- Total liabilities (EOY)
- $297,512
- Net assets (EOY)
- $27,869,552
- Net assets (BOY)
- $23,465,163
Income & contributions
- Employer contributions
- $7,927,647
- Participant contributions
- $181,540
- Total contributions
- $8,109,187
- Total income / additions
- $11,520,907
Expenses & distributions
- Benefits paid
- $6,840,384
- Administrative expenses
- $276,134
- Total expenses
- $7,116,518
- Net increase / (decrease)
- $4,404,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellmark Blue Cross And Blue Shield | NONE | $314,696 | not reported in the loaded dataset | 2023 |
| Eastern Iowa Fringe Benefit Funds | NONE | $152,985 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, P.A. | NONE | $70,131 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $50,292 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Uhy, Llp | NONE | $20,400 | not reported in the loaded dataset | 2023 |
| Bradley Hauge, Cpa | NONE | $11,065 | not reported in the loaded dataset | 2023 |
| Romolo & Associates | NONE | $5,374 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Five Rivers Carpenters District Council
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Wellmark Blue Cross And Blue Shield — Schedule C compensation
- Eastern Iowa Fringe Benefit Funds — Schedule C compensation
- Blake & Uhlig, P.A. — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Uhy, Llp — Schedule C compensation
- Bradley Hauge, Cpa — Schedule C compensation
- Romolo & Associates — Schedule C compensation